ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 41,832 Value ($000) $1,056 Avg Close — Range —
Q3 2025
Shares 50,114 Value ($000) $1,268 Avg Close — Range —
Q2 2025
Shares 54,350 Value ($000) $1,368 Avg Close — Range —
Q1 2025
Shares 80,047 Value ($000) $2,000 Avg Close — Range —
Q4 2024
Shares 611,765 Value ($000) $15,111 Avg Close — Range —
Q3 2024
Shares 512,216 Value ($000) $12,887 Avg Close — Range —
Q2 2024
Shares 39,746 Value ($000) $973 Avg Close — Range —
Q1 2024
Shares 41,257 Value ($000) $1,010 Avg Close — Range —
Q4 2023
Shares 14,355 Value ($000) $351 Avg Close — Range —
Q3 2023
Shares 15,095 Value ($000) $359 Avg Close — Range —